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Setting up Scoring and Ranking Criteria

This article explains how to define scoring and ranking criteria in the Administration Center. This criteria is used when ranking projects against others in the portfolio.

Overview

Projects can be ranked and scored based on a predefined set of criteria, such as Strategic Fit, Hard ROI, Soft ROI, Risk, and more. To set up this criteria, along with the defined choices and calculations, click on Administration->Ranking:

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The main Ranking page will display, where you can choose to work with Fields, Formulas or Lists:

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Ranking Fields

To add a scoring element field for ranking, click the clipboard_e6f5122d4e298f13ad53186580cd716f8.png icon on the upper left.  To delete a field, click the clipboard_ef64925a949815ab81263dd28eca252bb.png icon.

You can type into the columns to name the field, give it a description, and identify which "List" to use for the field (see "Ranking Lists" below), or choose to set up that field without a predefined list. Lists can be used for multiple fields, and determine what choices the user has when scoring that particular element.  You can also specify the order the field should appear in (when users are scoring projects in the Ranking tab for their project project). When setting up a field directly, you can assign a min/max value, as well as thresholds for various colors.

Note: The KPI scoring fields are system defaults. You can revise the color settings, but the fields themselves are used for the automatic project KPI scoring.

Ranking Formulas

Formulas come preset with ResourceFirst, but you can revise and add formulas as well. As an example, RC[1] refers to the first Ranking Column (Field).

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Ranking Lists

Lists are the choices users will have when assigning a score to a certain scoring element. The list includes the list items, value for that item when used in a formula and color that should be assigned if that value is chosen. 

Once a list is defined, it can be used when defining any of the ranking fields on the Fields tab.

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